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Rockefeller Capital Management Broadens Private Wealth Business in California, Introduces First Newport Beach Team
February 26, 2021 GMT
NEW YORK (BUSINESS WIRE) Feb 26, 2021
Rockefeller Capital Management (“Rockefeller” or the “Firm”) today announced PBS Wealth Partners have become the firm’s first Newport Beach, California team to join their Southwest division under Managing Director Nathan Crair.
PBS Wealth Partners is led by Alpesh Patel, CPFA, CRPC®, Managing Director and Private Wealth Advisor, Matthew Birkett, CPFA, CPWA®, CFP®, Senior Vice President and Private Wealth Advisor and Darren Siegrist, CEPA, Vice President and Private Wealth Advisor. The team of five is joining from Merrill Lynch Wealth Management and will also include Hai Dang, CPFA and Team Chief Operating Officer as well as Chris Iwamasa, Associate Vice President and Senior Client Associate.
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WELLESLEY, Mass., Jan. 28, 2021 /PRNewswire/ F.L.Putnam Investment Management Company today announced that William O Brien and Corey Pomerleau, CFP® have joined the firm as an Investment Advisor and Private Client Advisor, respectively. Both will be based in the firm s Wellesley, MA office. We are very excited to welcome Bill and Corey, two talented professionals who further expand our investment advisory and financial planning team, meeting the strong and growing demand for F.L.Putnam s services, said Tom Manning, CEO at F.L.Putnam. Since I joined F.L.Putnam five years ago, we have more than doubled the size of our team, while adding new services and lowering overall costs for our client base. Our platform promotes teamwork and enables our advisors to provide an exceptional level of service and expertise to our clients. We have become a great destination for advisors who want to focus their time and energy on meeting client goals and
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